Former Intel CEO Pat Gelsinger defends Intel 18A amid rumors of poor yields
Napkin math without context doesn't work for judging process technology
Intel foundry articles
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period
Board vows to find a permanent replacement while restoring investor confidence
Intel and Samsung might be considering a foundry alliance to counter TSMC
Intel's foundry business struggles as Samsung continues to face yield rate issues
Intel splits its struggling foundry division into an independent subsidiary
Chip fabrication will conduct its business separately but still answers to Intel's CEO
The US government is encouraging the likes of Nvidia and Apple to tap Intel foundry for AI chip needs
Even without Raimondo's help, Intel has been landing contracts
Intel cancels 20A process node for Arrow Lake, shifts focus to 18A
Arrow Lake production is likely to be outsourced to TSMC
Struggling Intel is considering selling divisions and slashing expenditures
The company's Altera programmable chips unit could be on the chopping block
In brief: Desperate times call for desperate measures at Intel. The once-dominant chipmaker is putting everything on the table as it scrambles to regain its footing in the AI era. According to sources familiar with the company's plans, CEO Pat Gelsinger and other top executives are preparing an ambitious proposal to streamline Intel's operations. This strategy, set to be presented to the board later this month, could see the company shedding entire business units and slashing capital expenditures.
Intel mulls splitting divisions as financial woes continue
Pat Gelsinger's plans for a comeback aren't working out (yet?)
Intel faces shareholder class-action lawsuit for allegedly concealing foundry business problems
Intel execs are accused of making "materially false and misleading" statements
What just happened? Things are going from bad to worse for Intel. In addition to the nightmare that is the Raptor Lake CPU crisis and the backlash over eliminating 15,000 jobs, the company is now being sued by shareholders over accusations it fraudulently concealed problems in its foundry business.
Opinion: Could Broadcom buy Intel?
Can Broadcom afford a deal of this size? The obvious answer is, yes
Intel's Foundry financials and what it needs to turn things around
We got pretty close guessing Intel Foundry's numbers
Intel says past mistakes contributed to its foundry business losing $7 billion last year
The figure is expected to be even higher in 2024
Intel unveils 14A process node and custom chip-deal with Microsoft worth $15 billion
It also confirmed that its five-nodes-in-four-years process roadmap remains on track
Interview with Pat Gelsinger: Intel's CEO describes a different kind of foundry
In advance of Intel's first event dedicated to their Foundry business, I had the opportunity to sit down one-on-one with CEO Pat Gelsinger and talk about the company's strategic goals.
Nvidia turning to Intel Foundry Services to expand GPU and AI chip capacity
Intel's packaging solution is different than TSMC's, and the technology will require a new validation process
Nvidia contemplates Intel as potential manufacturing partner for GPU and AI chips
The company would love to add a third major manufacturing partner
The chip foundry industry is in great shape, and TSMC keeps leading the way
Intel is in the top 10 for the first time
Intel boss Pat Gelsinger calls Arm's PC threat "insignificant"
But he's happy for Intel Foundry Services to manufacture Arm chips
AMD executive says Intel Foundry Services is destined to fail
Diverting funds from design efforts is bad for business, a pure chip design company says
Where does Intel stand today? Three key challenges ahead
The market is undergoing a shift
Intel finalizes design for Intel 20A and Intel 18A process nodes
One step closer to "process technology leadership," but still more than a year away
Who will be Intel's first foundry customer?
The big picture: Intel has ambitions to create a foundry business by manufacturing chips for other companies. This is an important strategic initiative that the company will need to recoup the massive investment it is now making in fabs around the world.
Nvidia happy to let Intel produce its future GPUs
"Intel has known our secrets for years"